Able Financial Group, LLC American Centy ETF Tr Avantis Transaction History
Able Financial Group, LLC
- $427 Million
- Q3 2025
A detailed history of Able Financial Group, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Able Financial Group, LLC holds 154,088 shares of AVUV stock, worth $15 Million. This represents 3.59% of its overall portfolio holdings.
Number of Shares
154,088
Previous 140,334
9.8%
Holding current value
$15 Million
Previous $12.8 Billion
99.88%
% of portfolio
3.59%
Previous 3.09%
Shares
7 transactions
Others Institutions Holding AVUV
# of Institutions
961Shares Held
135MCall Options Held
36.9KPut Options Held
18.5K-
Creative Planning Overland Park, KS16.8MShares$1.64 Billion1.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.11MShares$499 Million0.16% of portfolio
-
Merriman Wealth Management, LLC3.52MShares$344 Million14.79% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA2.77MShares$270 Million13.72% of portfolio
-
Truepoint, Inc.2.75MShares$268 Million6.55% of portfolio